| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 101 | 300,593 | NVDA, IEFA, AAPL, SPY | 13F-HR | 11/6/2024 | 000117266124004478 |
| Q2 2024 | 98 | 291,013 | NVDA, IEFA, AAPL, SPY | 13F-HR | 8/9/2024 | 000117266124003167 |
| Q1 2024 | 98 | 280,501 | IEFA, NVDA, SPY, AAPL | 13F-HR | 5/8/2024 | 000117266124002076 |
| Q4 2023 | 91 | 252,064 | IEFA, AAPL, SPY, IJR | 13F-HR | 2/7/2024 | 000117266124000498 |
| Q3 2023 | 93 | 229,401 | IEFA, AAPL, SPY, IJH | 13F-HR | 11/3/2023 | 000117266123003608 |
| Q2 2023 | 92 | 241,537 | AAPL, IEFA, SPY, IJR | 13F-HR | 8/10/2023 | 000117266123002871 |
| Q1 2023 | 90 | 227,539 | IEFA, AAPL, IEMG, IJR | 13F-HR | 5/2/2023 | 000117266123001791 |
| Q4 2022 | 89 | 213,078 | IEFA, AAPL, IJR, SPY | 13F-HR | 2/6/2023 | 000117266123000469 |
| Q3 2022 | 86 | 194,380 | AAPL, IJR, SPY, IJH | 13F-HR | 11/14/2022 | 000117266122002373 |
| Q2 2022 | 81 | 197,369 | AAPL, IJR, SPY, IJH | 13F-HR | 7/20/2022 | 000117266122001647 |
| Q1 2022 | 87 | 235,411 | AAPL, IJR, SPY, EFA | 13F-HR | 5/9/2022 | 000117266122001206 |
| Q4 2021 | 91 | 245,471 | AAPL, EFA, IJR, SPY | 13F-HR | 2/3/2022 | 000117266122000234 |
| Q3 2021 | 86 | 222,764 | EFA, IJR, AAPL, SPY | 13F-HR | 11/1/2021 | 000117266121002082 |
| Q2 2021 | 85 | 222,654 | EFA, IJR, IJH, SPY | 13F-HR | 7/21/2021 | 000117266121001543 |
| Q1 2021 | 81 | 210,333 | EFA, IJR, IJH, EEMV | 13F-HR | 5/13/2021 | 000117266121001114 |
| Q4 2020 | 78 | 198,172 | EFA, EEMV, IJR, AAPL | 13F-HR | 2/4/2021 | 000117266121000247 |
| Q3 2020 | 74 | 173,995 | EEMV, EFA, AAPL, IJR | 13F-HR | 11/2/2020 | 000117266120002047 |
| Q2 2020 | 70 | 163,384 | EEMV, EFA, IJR, AAPL | 13F-HR | 7/23/2020 | 000117266120001554 |
| Q1 2020 | 69 | 137,415 | EEMV, EFA, SPY, IJR | 13F-HR | 5/13/2020 | 000117266120001200 |
| Q4 2019 | 70 | 172,301 | EEMV, IJR, IJH, DGS | 13F-HR | 1/24/2020 | 000117266120000234 |
| Q3 2019 | 72 | 161,764 | EEMV, IJR, IJH, SPY | 13F-HR | 10/28/2019 | 000117266119002064 |
| Q2 2019 | 73 | 161,260 | EEMV, IJR, IJH, DGS | 13F-HR | 7/25/2019 | 000117266119001578 |
| Q1 2019 | 73 | 156,419 | EEMV, IJR, IJH, DGS | 13F-HR | 5/9/2019 | 000117266119001135 |
| Q4 2018 | 70 | 132,842 | IJR, EEMV, IJH, SPY | 13F-HR | 1/30/2019 | 000117266119000262 |
| Q3 2018 | 75 | 169,844 | IJR, IJH, EEMV, SPY | 13F-HR | 11/1/2018 | 000117266118001901 |
| Q2 2018 | 73 | 159,247 | IJR, IJH, EEMV, VNQ | 13F-HR | 8/10/2018 | 000117266118001506 |
| Q1 2018 | 75 | 157,140 | IJR, EEMV, IJH, SPY | 13F-HR | 5/9/2018 | 000117266118001018 |
| Q4 2017 | 75 | 163,251 | IJR, IJH, EEMV, SPY | 13F-HR | 2/5/2018 | 000117266118000244 |
| Q3 2017 | 74 | 161,532 | IJR, IJH, EEMV, VNQ | 13F-HR | 11/14/2017 | 000117266117002045 |
| Q2 2017 | 71 | 155,389 | IJR, IJH, EEMV, VNQ | 13F-HR | 8/7/2017 | 000117266117001493 |
| Q1 2017 | 70 | 154,219 | IJR, IJH, VNQ, EEMV | 13F-HR | 5/10/2017 | 000117266117000994 |
| Q4 2016 | 72 | 155,152 | IJR, IJH, VNQ, SPY | 13F-HR | 2/3/2017 | 000117266117000240 |
| Q3 2016 | 73 | 150,422 | IJR, IJH, VNQ, EEMV | 13F-HR | 11/2/2016 | 000117266116004089 |
| Q2 2016 | 74 | 150,603 | IJR, VNQ, IJH, EEMV | 13F-HR | 8/10/2016 | 000117266116003697 |
| Q1 2016 | 77 | 151,915 | IJR, IJH, VNQ, GILD | 13F-HR | 5/2/2016 | 000117266116003154 |
| Q4 2015 | 77 | 143,872 | GILD, IJR, IJH, SPY | 13F-HR | 2/2/2016 | 000117266116002392 |
| Q3 2015 | 77 | 141,522 | GILD, IJH, IJR, SPY | 13F-HR | 11/10/2015 | 000117266115001910 |
| Q2 2015 | 81 | 156,529 | GILD, IJR, IJH, EEMV | 13F-HR | 8/6/2015 | 000117266115001430 |
| Q1 2015 | 84 | 156,635 | GILD, IJH, IJR, EEMV | 13F-HR | 4/30/2015 | 000117266115000967 |
| Q4 2014 | 87 | 153,351 | GILD, IJH, IJR, AMLP | 13F-HR | 2/2/2015 | 000117266115000209 |